FLCV Institutional Ownership
Federated Hermes MDT Large Cap Value ETF
1W: -1.0%
1M: -3.5%
3M: +0.4%
YTD: +15.9%
1Y: +18.7%
$36.21
+0.17 (+0.46%)
Weekly Expected Move ±1.4%
$35
$36
$36
$37
$37
Overview
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Holdings
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Institutional Ownership — FLCV
21
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
64M
Total Invested
5
New Positions
9
Increased
4
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (23 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Steward Partners Investment Advisory, | 484,579 | 18M | +15,608 | +3.3% | 8Q | SEC ↗ |
| 2 | Financial Concepts Unlimited, Inc. | 307,724 | 11M | -3,139 | -1.0% | 2Q | SEC ↗ |
| 3 | EASTERN BANK | 305,324 | 11M | +211,956 | +227.0% | 6Q | SEC ↗ |
| 4 | LPL Financial LLC | 263,376 | 10M | +133,559 | +102.9% | 2Q | SEC ↗ |
| 5 | DAVENPORT & Co LLC NEW | 131,871 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 51,129 | 2M | +787 | +1.6% | 5Q | SEC ↗ |
| 7 | Allegheny Financial Group | 47,985 | 2M | +2,605 | +5.7% | 3Q | SEC ↗ |
| 8 | KINGSWOOD WEALTH ADVISORS, LLC | 33,765 | 1M | +390 | +1.2% | 7Q | SEC ↗ |
| 9 | Prosperity Financial Group, Inc. | 32,089 | 1M | +467 | +1.5% | 7Q | SEC ↗ |
| 10 | Comprehensive Financial Planning, Inc. | 31,023 | 1M | +13,959 | +81.8% | 5Q | SEC ↗ |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 17,439 | 631K | -139,777 | -88.9% | 5Q | SEC ↗ |
| 12 | Proactive Wealth Strategies LLC NEW | 16,460 | 596K | — | +0.0% | 1Q | SEC ↗ |
| 13 | LRI Investments, LLC | 13,631 | 494K | — | +0.0% | 2Q | SEC ↗ |
| 14 | CITADEL ADVISORS LLC NEW | 11,883 | 430K | — | +0.0% | 1Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC NEW | 11,392 | 413K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Capital Analysts, LLC | 9,786 | 354K | +311 | +3.3% | 4Q | SEC ↗ |
| 17 | Pine Valley Investments Ltd Liability | 7,603 | 275K | — | +0.0% | 4Q | SEC ↗ |
| 18 | Stonebridge Financial Group, LLC / MO | 7,007 | 254K | — | +0.0% | 2Q | SEC ↗ |
| 19 | WELLS FARGO & COMPANY/MN NEW | 1,422 | 51K | — | +0.0% | 1Q | SEC ↗ |
| 20 | JPMORGAN CHASE & CO | 310 | 11K | -109 | -26.0% | 2Q | SEC ↗ |
| 21 | Parkside Financial Bank & Trust | 118 | 4K | -123 | -51.0% | 2Q | SEC ↗ |
| 22 | Orion Porfolio Solutions, LLC | 0 | 0K | -125,072 | -100.0% | 1Q | SEC ↗ |
| 23 | FEDERATED HERMES, INC. | 0 | 0K | -95,000 | -100.0% | 6Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| DAVENPORT & Co LLC | 131,871 | 5M |
| Proactive Wealth Strategies LLC | 16,460 | 596K |
| CITADEL ADVISORS LLC | 11,883 | 430K |
| RAYMOND JAMES FINANCIAL INC | 11,392 | 413K |
| WELLS FARGO & COMPANY/MN | 1,422 | 51K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Orion Porfolio Solutions, LLC | 125,072 | 5M |
| FEDERATED HERMES, INC. | 95,000 | 3M |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| EASTERN BANK | +211,956 | +227.0% | 305,324 |
| LPL Financial LLC | +133,559 | +102.9% | 263,376 |
| Steward Partners Investment Advisor | +15,608 | +3.3% | 484,579 |
| Comprehensive Financial Planning, I | +13,959 | +81.8% | 31,023 |
| Allegheny Financial Group | +2,605 | +5.7% | 47,985 |
| COMMONWEALTH EQUITY SERVICES, LLC | +787 | +1.6% | 51,129 |
| Prosperity Financial Group, Inc. | +467 | +1.5% | 32,089 |
| KINGSWOOD WEALTH ADVISORS, LLC | +390 | +1.2% | 33,765 |
| Capital Analysts, LLC | +311 | +3.3% | 9,786 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICE | -139,777 | -88.9% | 17,439 |
| Financial Concepts Unlimited, Inc. | -3,139 | -1.0% | 307,724 |
| Parkside Financial Bank & Trust | -123 | -51.0% | 118 |
| JPMORGAN CHASE & CO | -109 | -26.0% | 310 |